Regional Vice President, Mutual Funds (Remote + Travel)

Equitable; Portland (OR); Remote; USD 77,000 - 94,000; Full time

Job summary

Equitable is seeking an experienced Regional Vice President (External Wholesaler) in Mutual Funds to develop and manage consultative relationships with advisor networks across the Western territory: CA, OR, WA, NV, ID, MT, HI & AK. This position offers a remote work arrangement plus up to 75% travel for business needs.

The role involves educating advisors on model portfolios, promoting new products, growing market share, territory management, and collaborating with internal wholesalers.

Qualifications

• Bachelor's degree or equivalent professional work experience
• FINRA Series 6 and 63 registrations active upon hire
• FINRA Series 7 active upon hire or ability to obtain within 180 days of start date
• Success in a previous direct sales or wholesaler role
• Knowledge of Mutual Funds and Investment products

Responsibilities

• Educate and train advisors on Equitable Investment Management model portfolios and 1290 Funds family of mutual funds.
• Assess and identify the needs of advisor clients in order to promote new products.
• Develop new producers while retaining existing producers to grow market share.
• Develop new relationships. Responsible for territory management.
• Utilize internal sales desk to assist in managing territory.
• Work with and train Internal Wholesaler to work collaboratively with RVP.
• Use Salesforce (CRM) to log activity, maintain pipeline, and analyze opportunities.
• Candidate must be able to identify, create and implement investment sales opportunities to attain stated sales goals.
• Candidate will be responsible for communication with National Sales Manager on an ongoing basis.
• Managing a budget and timely expense reporting.
• Develop new producers while retaining existing producers to grow market share of 1290 Funds.
• Maintain sales goals. Candidate must be able to identify, create and implement investment fund and MPS model sales opportunities.
• Knowledge of territory management practices, tools, and techniques; ability to manage and maximize investment business for multiple geographical areas.
• Educate and train advisors on 1290 Funds investment products.
• Managing a budget and timely expense reporting.
• Travel required 75% of time.

Skills

Mutual funds knowledge

Direct sales experience

Territory management

Education

Bachelor's degree or equivalent professional work experience

Job description

Equitable is seeking an experienced Regional Vice President (External Wholesaler) in Mutual Funds to develop and manage consultative relationships with advisor networks across the Western territory: CA, OR, WA, NV, ID, MT, HI & AK. This position offers a remote work arrangement plus up to 75% travel for business needs.

The role involves educating advisors on model portfolios, promoting new products, growing market share, territory management, and collaborating with internal wholesalers.